WBCM

Wilson & Boucher Capital Management Portfolio holdings

AUM $152M
1-Year Est. Return 12.43%
This Quarter Est. Return
1 Year Est. Return
+12.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
-$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$251K
2
+$209K
3
+$99.7K
4
VT icon
Vanguard Total World Stock ETF
VT
+$88.5K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$84.4K

Top Sells

1
+$220K
2
+$211K
3
+$211K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$203K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$153K

Sector Composition

1 Healthcare 14.41%
2 Technology 13.76%
3 Industrials 7.21%
4 Consumer Staples 7.05%
5 Financials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$147K 0.14%
40,500
102
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-1,280
103
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-730
104
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-3,700
105
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-4,700
106
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-8,505
107
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-6,000
108
– –
-1,838
109
– –
-2,300
110
– –
-1,300
111
– –
-805
112
– –
-1,500
113
– –
-5,315
1 2 3 4
5